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HIBERNIA WEALTH PARTNERS, LLC
CRD 319509 · SEC 801-124947
6700 JEFFERSON HWY., BUILDING 4, SUITE B, BATON ROUGE, LA, 70806, United States
Phone
225-778-7972
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$372.5M
Discretionary AUM
$364.7M
Team
10 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 393 | $79.3M |
| High net worth individuals | 230 | $272.4M |
| Pension/profit sharing plans | 21 | $14.2M |
| Charitable organizations | 2 | $445K |
| Corporations/business entities | 6 | $3.2M |
States served
AL, AZ, CA, CO, GA, LA, MD, MS, OR, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD